Is This Gift Right For You?

A charitable IRA rollover gift works for you if you meet the following profile and would like to make a charitable gift now—while you are living and able to witness the benefits of your generosity.

Profile of a Giver

• You are age 70½ or older at the time of the gift.
• Your gifts total any amount up to $100,000 in 2011.
• You transfer funds directly from an IRA to one or more qualified charities, but not to supporting organizations (as defined under IRC 509(a)(3), or for charitable gift annuities, charitable trusts or donor advised funds.

Fast Fact
Under the legislation, gifts can be made from IRAs. Pension, profit sharing, 401(k), 403(b) and other forms of retirement funds do not fall under this tax legislation.

For More Information
It is wise to consult tax professionals if you are contemplating gifts under the extended law. Please feel free to contact Tim Enstice at 757-962-8213 or plannedgiving@peta.org with any questions.